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IKSTX vs UVAIX
IKSTX vs UVAIX Comparison
Open Charts IKSTX vs UVAIX
Carret Kansas Tax Exempt Bond Fund A
Price$10.04
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets118.63M
Victory VA Bond Institutional
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets468.01M
IKSTX vs UVAIX Comparison Chart
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IKSTX vs. UVAIX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IKSTX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 468M vs. IKSTX (119M). UVAIX pays higher dividends than IKSTX: UVAIX (3.16) vs IKSTX (1.95). IKSTX was incepted earlier than UVAIX: IKSTX (23 years) vs UVAIX (5 years). IKSTX (0.99) is less costly to investors than UVAIX (0.59). IKSTX is a more actively managed with annual turnover of: 10.00 vs. UVAIX (6.00). IKSTX has a lower initial minimum investment than UVAIX: IKSTX (5000) vs UVAIX (1000000). IKSTX annual gain was more profitable for investors over the last year : 2.27 vs. UVAIX (-1.02).
| IKSTX | UVAIX | IKSTX / UVAIX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.59 | 168% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 0.514 | -2.549 | -20% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 468M | 25% |
| Annual Yield % from dividends | 1.95 | 3.16 | 62% |
| Returns for 1 year | 2.27 | -1.02 | -222% |
| Returns for 3 years | 6.26 | 7.10 | 88% |
| Returns for 5 years | -1.91 | N/A | - |
| Returns for 10 years | 9.84 | N/A | - |
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